Portfolio Diversification
Range
Most Diversified
10 instruments
May 8, 2025
Least Diversified
0 instruments
February 2, 2025
Average
7.5 instruments
Most Consistent Holdings
Top 5
MSFT99.88%
AMZN99.88%
SPYG99.88%
GOOG97.27%
META97.27%
Position Sizing
Analysis
Market Exposure
Analysis
Top Sectors
Top 5
Top Countries
Top 5
Holdings over time
(Since February 8, 2023)
| Instrument | Avg. Exposure | Current Exposure | Time Holding | Last Closed |
|---|---|---|---|---|
| Amazon (AMZN) | 30.01% | 17.12% | 99.88% | - |
| Meta (META) | 22.01% | 16.57% | 97.27% | - |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 15.73% | 14.11% | 99.88% | - |
| Alphabet (GOOG) | 8.63% | 7.16% | 97.27% | - |
| Microsoft (MSFT) | 8.52% | 10.14% | 99.88% | - |
 NVIDIA (NVDA) | 5.86% | 14.44% | 61.16% | - |
 Vanguard S&P 500 ETF (VOO) | 4.83% | 11.7% | 92.64% | - |
 Apple (AAPL) | 2.8% | 0% | 89.67% | 3/14/2025 |
 Invesco S&P 500 Low Volatility (SPLV) | 0.14% | 2.45% | 7.6% | - |
 SPDR Gold (GLD) | 0.06% | 1.6% | 3.68% | - |
 Eli Lilly (LLY) | 0.06% | 1.63% | 3.68% | - |
Exposure over time
Exposure by Sector
Exposure by Country
Portfolio Time Machine
Portfolio date
01
01
2025
| Instrument | Invested | Value |
|---|---|---|
| Amazon (AMZN) | 22.2% | 25.1% |
| Meta (META) | 13.36% | 18.33% |
| SPDR Portfolio S&P 500 Growth ETF (SPYG) | 15.88% | 14.81% |
| NVIDIA (NVDA) | 10.62% | 11.14% |
| Vanguard S&P 500 ETF (VOO) | 13.38% | 9.88% |
| Alphabet (GOOG) | 10.54% | 9.69% |
| Microsoft (MSFT) | 12.22% | 9.33% |
| Apple (AAPL) | 1.67% | 1.63% |